“The Trump Revolution continues.” – The Lonely Realist TLR’s focus throughout 2025 has been on the range of existential problems complex issues facing America. These concerns were challenged by TLR’s imaginary mythical prophetess Cassandra in TLR’s December 6th commentary. She reasoned that Trump 2.0 has been executing...
“How did TLR do?” – The Lonely Realist TLR conveyed its perspective for 2025 shortly after Election Day in “Trumpian Disruptions.” Domestically, TLR predicted that “Donald Trump will transform Federal power by greatly expanding the prerogatives of America’s Executive [in reliance on the ‘unitary executive theory’ articulated...
“Political PR ignores market analysis.” – The Lonely Realist M&A (mergers and acquisitions) is a challenging business in which brilliant businesspeople spend an inordinate amount of time in merger battles. Yet, a multi-decade analysis by The Economist concludes that “the odds of [M&A] success appear no...
“ETFs and rare earths (and even soyabeans) are economic weapons.” – The Lonely Realist An ETF is a public investment fund that trades on stock exchanges in the same way as a single stock (and with more liquidity than a mutual fund). An exchange traded fund...
“Or how I learned to stop worrying and love 'state capture.'” – The Lonely Realist President Trump first posted his “King Donald” image in February, the caption reading “LONG LIVE THE KING!” The image was more than a suggestion. It was a promise. In the past...
“It’s paradigm-shifting ‘Trump Change.’” – The Lonely Realist Matt Levine wrote several months ago that “the current economic policy of the United States is apparently to cause maximum chaos by announcing drastic changes in the global economic order in the morning and then walking them back...